The Power of Patience

ARISTOTLE

Aristotle is an employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. Our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including ESG. As of December 31, 2020, Aristotle’s investment teams managed over $47 billion globally.

Aristotle Capital Management

U.S., International & Global Equities

  • Value Equity (U.S.)
  • International Equity
  • Global Equity

Aristotle Capital Boston

U.S. Equities

  • Small Cap Equity
  • Small/Mid Cap Equity (SMID)

Aristotle Credit Partners

Fixed Income

  • High Yield
  • Investment Grade Corporate
  • Strategic Credit
  • ESG

Aristotle Atlantic Partners

From Broad Investment Portfolio to Equities Portfolio

  • Large Cap Growth
  • Focus Growth
  • Core Equity
  • Shared service functions are conducted by business departments which support all Aristotle investment teams.

Aristotle Shared Services

  • Compliance & Risk Management
  • Investment Operations
  • Trading
  • Marketing Communications
  • Advisory Distribution
  • Institutional Sales
  • Business Operations
  • Business Solutions
  • Finance & Human Resources

The Power of Patience

The Power of Patience.

ARISTOTLE PHILOSOPHY

Why did we choose the name Aristotle?

 

Aristotle, the great philosopher, emphasized the importance of developing excellence, or virtue, of character. In his view, excellence of character is a state concerned with choice and can be achieved when one is able to take the right action, at the right time, with the right motive and in the right way. At Aristotle, we embrace this concept.  

 

The name Aristotle (Greek name Aristotélēs) means “the best purpose”, which is derived from the words aristos (best) and telos (purpose). To us, “best purpose” means that our purpose is to achieve excellence and to do so for our clients, our employees, our community and our shareholders. This philosophy is embodied in the Aristotle tenets below:

CLIENTS

Our first and primary responsibility is to our clients. We believe this is the foundation for our success.

EMPLOYEES

We are committed to creating a culture of honesty, hard work and integrity and fostering a setting that spurs intellectual growth.

COMMUNITY

We commit time, talent and resources to give back to our local communities.

SHAREHOLDERS

Through strong leadership and adherence to the Aristotle philosophy, we will strive to deliver an attractive long-term return on investment to our shareholders.

WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.

WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.

ARISTOTLE BY THE NUMBERS

“The whole is worth more than the sum of its parts.” – Aristotle (384-322 BC)
1
OUR NUMBER ONE PRIORITY
IS SERVING OUR CLIENTS
$47
WE MANAGE $47 BILLION IN
COMBINED ASSETS UNDER MANAGEMENT 1
4
WE REPRESENT FOUR INVESTMENT TEAMS 1
141
ARISTOTLE CONSISTS OF 141 EMPLOYEES
IN FOUR OFFICE LOCATIONS 1
27
OUR PORTFOLIO MANAGERS AVERAGE
OVER 27 YEARS OF INDUSTRY EXPERIENCE
76%
76% OF COMBINED AUM IS MANAGED
FOR INSTITUTIONAL CLIENTS 1
97
97 SHARED SERVICES EMPLOYEES
SUPPORT EACH ARISTOTLE INVESTMENT TEAM
24
WE MANAGE ASSETS FOR CLIENTS FROM
24 DIFFERENT COUNTRIES
1As of 12/31/2020, the assets under management for each investment team was as follows: Aristotle Capital Management, LLC $42.02 billion; Aristotle Capital Boston, LLC $4.35 billion; Aristotle Credit Partners, LLC $0.46 billion; and Aristotle Atlantic Partners, LLC $1.02 billion. Each firm is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended.

ARISTOTLE TEAM

Board of Managers
  • Board of Managers
  • Shared Services
  • Distribution

Richard S. Hollander

Chairman of the Board

Aristotle

Howard Gleicher, CFA

Chief Executive Officer
Chief Investment Officer

Aristotle

Gary W. Lisenbee

Co-Chief Executive Officer

Aristotle

Steve Borowski

President

Aristotle

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Aristotle
Shared service functions are conducted by business departments which support all Aristotle investment teams.

Gary W. Lisenbee

Co-Chief Executive Officer

Corporate Oversight

Steve Borowski

President

Institutional Services

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Finance & Operations

Michelle M. Gosom

Chief Compliance Officer

Compliance

Nancy Scarlett

Chief Risk Officer

Risk Management

Robert R. Womack, Jr.

Chief Innovation Officer

Shared Services

Sona Chandwani, CPA

Chief Administrative Officer

Finance

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

Donn B. Conner, CFA

Managing Director

Private Client Group

James P. Birdwell, Jr.

Managing Director

Private Client Group

Andrew M. Shapiro

Director of Trading

Trading

Randy Yi

Director of Trading

Trading

Geneviève Plourde, CFA

Director

Business Operations

Hazael Meza

Senior Vice President

Business Solutions

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

Will Averill

Managing Director

Institutional Services

Raymond Bertrand

Senior Vice President, Regional Director

Advisory Distribution

Michael B. Carroll, CIMA

Senior Vice President, Regional Director

Advisory Distribution

James Huennekens

Senior Vice President, Regional Director

Advisory Distribution

Craig Maxwell, CFP

Senior Vice President, Regional Director

Advisory Distribution

Michael G. Sindici, CFA

Senior Vice President, Regional Director

Advisory Distribution

Peter Sykes

Senior Vice President, Regional Director

Advisory Distribution

Michael Wasz, CPA, CIMA

Senior Vice President, Regional Director

Advisory Distribution

Keri Hepburn

Senior Vice President

Institutional Services

John Manley, CFA

Senior Vice President

Institutional Services

Christopher DeGaetano

Vice President

Advisory Distribution

Kyle Helton

Vice President, Regional Director

Advisory Distribution

Tracy Robeniol

Assistant Vice President

Advisory Distribution

Anthony Cafarchia

Assistant Vice President

Institutional Services

David Wajner

Senior Regional Associate

Advisory Distribution

James Chu

Product Specialist

Advisory Distribution
Shared service functions are conducted by business departments which support all Aristotle investment teams.

Gary W. Lisenbee

Co-Chief Executive Officer

Corporate Oversight

Steve Borowski

President

Institutional Services

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Finance & Operations

Michelle M. Gosom

Chief Compliance Officer

Compliance

Nancy Scarlett

Chief Risk Officer

Risk Management

Robert R. Womack, Jr.

Chief Innovation Officer

Shared Services

Sona Chandwani, CPA

Chief Administrative Officer

Finance

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

Donn B. Conner, CFA

Managing Director

Private Client Group

James P. Birdwell, Jr.

Managing Director

Private Client Group

Andrew M. Shapiro

Director of Trading

Trading

Randy Yi

Director of Trading

Trading

Geneviève Plourde, CFA

Director

Business Operations

Hazael Meza

Senior Vice President

Business Solutions

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

Will Averill

Managing Director

Institutional Services

Raymond Bertrand

Senior Vice President, Regional Director

Advisory Distribution

Michael B. Carroll, CIMA

Senior Vice President, Regional Director

Advisory Distribution

James Huennekens

Senior Vice President, Regional Director

Advisory Distribution

Craig Maxwell, CFP

Senior Vice President, Regional Director

Advisory Distribution

Michael G. Sindici, CFA

Senior Vice President, Regional Director

Advisory Distribution

Peter Sykes

Senior Vice President, Regional Director

Advisory Distribution

Michael Wasz, CPA, CIMA

Senior Vice President, Regional Director

Advisory Distribution

Keri Hepburn

Senior Vice President

Institutional Services

John Manley, CFA

Senior Vice President

Institutional Services

Christopher DeGaetano

Vice President

Advisory Distribution

Kyle Helton

Vice President, Regional Director

Advisory Distribution

Tracy Robeniol

Assistant Vice President

Advisory Distribution

Anthony Cafarchia

Assistant Vice President

Institutional Services

David Wajner

Senior Regional Associate

Advisory Distribution

James Chu

Product Specialist

Advisory Distribution

PUBLICATION & NEWS

December 31, 2020

2020: In Hindsight

Annual Letter
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COMMITMENT TO COMMUNITY

At Aristotle, we are committed to active participation in our communities both locally and internationally. We partner with a number of outstanding organizations and nonprofits that advance health, education, the arts and human services not only to support their valuable missions but also to enrich our own lives through teamwork and continuous learning. From walking to support St. Jude to mentoring youth to volunteering in neighborhoods in great economic need, Aristotle strives to make a meaningful difference in our communities.

Each Holiday Season, Aristotle makes a monetary donation on behalf of our clients to a charity determined by our employees. In the past, our contributions have included Direct Relief, Disabled American Veterans, the Intrepid Fallen Heroes Fund, American Red Cross (Hurricane Harvey Relief), and Chrysalis.

School on Wheels

In 2020, Aristotle partnered with School on Wheels to host a virtual backpack drive with employee match to provide support to homeless students in need to continue their education during these challenging times. In 2019, over 200,000 students K-12 lacked stable housing in California, and were disproportionately Latinx and Black. With COVID-19 this number is expected to significantly increase. School on Wheels is a Los Angeles-based non-profit focused on bringing academic resources and free tutors to children experiencing homelessness. We believe every child has potential and deserves to be supported.

Special thanks to our Diversity, Equity and Inclusion Council for bringing attention to this crisis and coordinating this event.